PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$5.04M
3
+$3.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M

Top Sells

1
+$5.23M
2
+$5.18M
3
+$2.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.57M

Sector Composition

1 Financials 14.62%
2 Technology 7.24%
3 Healthcare 5.89%
4 Energy 5.82%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.22%
8,838
-1,018
77
$344K 0.22%
7,218
-378
78
$340K 0.22%
2,885
-60
79
$336K 0.22%
1,376
-87
80
$335K 0.22%
7,515
-260
81
$334K 0.22%
3,430
-1,195
82
$331K 0.21%
2,001
-95
83
$319K 0.21%
979
-311
84
$315K 0.2%
7,777
85
$312K 0.2%
+3,329
86
$311K 0.2%
+5,707
87
$310K 0.2%
3,986
-152
88
$291K 0.19%
1,705
89
$289K 0.19%
2,560
-100
90
$288K 0.19%
1,387
-45
91
$287K 0.18%
2,280
-115
92
$287K 0.18%
3,744
-10
93
$277K 0.18%
1,038
-13
94
$265K 0.17%
6,721
95
$264K 0.17%
7,567
96
$264K 0.17%
18,040
-140
97
$261K 0.17%
3,975
98
$261K 0.17%
+1,846
99
$255K 0.16%
2,528
-112
100
$253K 0.16%
2,502
-5
2 3
4
5 6